Managing Dashboards in Matters.Cloud

Managing Dashboards in Matters.Cloud

Introduction

Matters.Cloud dashboards are essential tools for visualising key data, tracking performance, and making informed decisions. Whether you're setting up a new dashboard, modifying an existing one, or customising it to fit your team's needs, efficient dashboard management ensures your data remains organised and accessible. In this guide, we’ll walk you through the core aspects of managing dashboards within Matters.Cloud, including creating new dashboards, editing existing ones, adding or removing tiles, and assigning dashboards to specific users. By the end, you’ll have the knowledge to optimise your dashboards for better efficiency and collaboration.

Pre-requisites

Editing dashboards requires a role with admin permissions.

Creating a New Dashboard

Step 1: Navigate the Setup Section
  1. Locate the main navigation menu on the left-hand side of the dashboard.
  2. Click on Setup > Dashboards.
Step 2: Add a New Dashboard
  1. Click on the New Dashboard button located in the top right-hand corner.
  2. You will be redirected to the New Dashboard Form.

Step 3: Fill in the New Dashboard Form
  1. Enter the Name of the dashboard.
  2. Select whether the new dashboard should be available to all users or to specific users.

Step 4: Submit the Form
  1. Click the Submit button located in the bottom right-hand corner of the form.

Editing an Existing Dashboard

Step 1: Navigate the Setup Section
  1. Locate the main navigation menu on the left-hand side of the dashboard.
  2. Click on Setup > Dashboards to view all dashboards in your Matters.Cloud platform.
Step 2: Edit an Existing Dashboard
  1. Click on the name of the dashboard you wish to edit.
  2. Click on the Settings icon in the top-right corner of the dashboard interface. This will open the Edit Dashboard Form.

  3. Modify the Name and Permissions as needed.

Step 3: Submit the Changes
  1. Click the Submit button in the bottom right-hand corner to save your changes.

Info
Note: The steps above also apply if you want to assign a dashboard to specific users under the Permission section.

Adding Tiles

Step 1: Navigate the Setup Section
  1. Locate the main navigation menu on the left-hand side of the dashboard.
  2. Click on Setup > Dashboards to view all dashboards in your Matters.Cloud platform.
Step 2: Access the Dashboard
  1. Click on the name of the dashboard where you want to add tiles.
Step 3: Select and Add Tiles
  1. Use the search bar or scroll through the available list to locate the tile you wish to add.
  2. Drag and drop the tile into your preferred location: Left Column, Right Column, or Footer Section.
Info
Notes: You can add a tile to the left column, right column, or footer section of the dashboard. For a full list of available tiles please refer to (Dashboards: Tile List)
            We recommend adding a maximum of 12 tiles to ensure optimal performance and layout.

Removing Tiles

Step 1: Navigate the Setup Section
  1. Locate the main navigation menu on the left-hand side of the dashboard.
  2. Click on Setup > Dashboards to view all dashboards in your Matters.Cloud platform.
Step 2: Access the Dashboard
  1. Click on the name of the dashboard where you want to remove tiles.
Step 3: Remove the Tile
  1. Click the X icon on the right side of the tile you wish to remove.
  2. A confirmation dialogue box will appear asking "Are you sure?". Click OK to confirm and remove the tile.

Info
Note: Editing a dashboard, including adding or removing tiles, will apply changes for all users who have access to it. Any modifications made will be reflected for all authorized users.

Related Articles


By following these steps, you can efficiently manage your dashboards in Matters.Cloud, ensuring they remain useful, accessible, and tailored to your organisation’s needs.

    • Related Articles

    • Managing Undertakings in Matters.Cloud

      Overview Undertakings are formal commitments made or received during the course of a matter. They require careful management to ensure obligations are recorded, monitored, and completed appropriately. Matters.Cloud provides tools to help firms manage ...

    • Getting Started With Matters.Cloud

      Introduction Welcome to Matters.Cloud, your all-in-one cloud-based solution for modern legal practice management. Whether you're managing a bustling law firm, a corporate legal department, or operating as an independent practitioner, Matters.Cloud is ...

    • Dashboards: Tile List

      Introduction Matters.Cloud includes the ability to create tailored dashboards that provide real-time data and insights into various aspects of your practice. In this knowledge base article, we provide a comprehensive list of the tiles available for ...

    • How Can I Add Sources On Matters.Cloud

      Introduction Matters.Cloud provides a way to track referral information for your organization and clients. Using the Sources feature, you can record who referred a client to you, whether an individual or another company. Steps to Add Sources On your ...

    • Understanding Role-Based Permissions and How to Manage Them in Matters.Cloud

      Introduction Role-based permissions in Matters.Cloud are designed to help administrators control user access to features and data across the system. This ensures users only have access to the information and actions necessary for their roles, helping ...